Palmer Morrel-Samuels, MA, MPhil, PhD. (psychology) MSc in Law

ACADEMIC:

Northwestern University School of Law,  Chicago,  IL ( 2015-2017:  MSL expected in 2017)

• Area of Specialization:  Workplace Discrimination,  the role of statistical evidence in court

Columbia University,  Department of Psychology,  NYC,  NY ( 1982-1989)  M.Phil,  Ph.D.

• Area of Specialization:  experimental social psychology

University of Chicago,  Division of Social Sciences,  Chicago,  IL ( 1979-1980)  M.A.

• Area of Specialization:  research methodology in behavioral science

Goddard College,  Plainfield VT,  credits transferred from Dickinson College ( 1974-1976)  B.A.

• Major:  creative arts psychotherapy

CEO & Principal Consultant

• Employee Motivation & Performance Assessment,  Inc.  ( EMPA)  Chelsea,  MI ( 4/98-present)

Instructor ( teaching classes on survey design,  statistics,  and research methodology)

• Institute for Social Research,  Survey Research Ctr.,  Summer Institute,  University of Michigan ( 7/09-present)

Lecturer ( teaching classes on survey design,  statistics,  and research methodology)

• School of Public Health,  University of Michigan ( 9/08-4/14)  [ intermittent teaching on Recall Status until 2016]

Expert Witness

• Employee discrimination,  surveys & assessments,  contract disputes requiring statistical analysis ( 9/03-present)

Team Director & Senior Consultant

• Hewlett-Packard,  formerly EDS-Survey Services ( 8/91-11/96)

Assistant Research Scientist

• Cognitive Science & Machine Intelligence Lab,  University of Michigan,  Ann Arbor,  ( 3/93-12/99)

Adjunct Research Scientist

• National Quality Research Center,  University of Michigan Business School,  Ann Arbor ( 6/97-6/98)

Research Assistant

• Computer Science Department,  Watson Research Center,  IBM,  Yorktown,  NY ( 8/86-4/87)

Research Assistant

• Psychology Department,  Yale University,  New Haven,  CT ( 12/81-9/82)

• Served as consultant ( ~30 years)  designed & analyzed assessments for more than 7 million employees in over 70 countries
• Held managerial positions ( ~20 years)  in academic,  industrial,  and research settings
• Lectured at Columbia University on experimental psychology,  social psychology,  and statistics
• Wrote and patented four web-based assessments and surveys for the workplace
• Provided survey services for corporations ( e.g.,  Disney,  FedEx,  Mars,  Credit Suisse,  Coke,  GM,  UPS,  Ford,  Duke Energy)
• Provided survey services for non-profits & government agencies ( e.g.,  US Department of Justice,  Blue Cross Blue Shield)
• Provided survey services for healthcare industry ( e.g.,  Harvard Pilgrim HC,  Pfizer,  Novo Nordisk,  Univ.  of Michigan HS,)
• Conducted a statistical analysis of utilization rates among psychiatric patients for Billings Hospital,  University of Chicago
• Interviewed by Forbes Magazine on EMPA’s National Benchmark Study™ and Benchmarks™;  Forbes.Com ( 08/24/09)
• Testified to Congress on DOJ study examining the relation between working conditions,  motivation,  and job performance

Burns v.  Interstate Brands Corporation ( AKA Hostess Bakeries);  expert witness for D ( settled ~ 5/9/04)

• Ran statistical analysis of job assignments for evidence of disparate impact ( DI)  and/or disparate treatment ( DT).

Tower Automotive Products v.  Lamb Technicon;  expert witness for D ( settled ~ 8/31/05)

• Ran statistical tests of 4 million datapoints tracking assembly-line failures in breach of contract suit.

[Corp.  A]  v.  [ Corp.  B]  expert witness for D testified to ICC’s International Court of Arbitration in The Hague ( settled ~ 2/10/12)

• Analyzed psychometric properties of assessment P used to compute monetary damages in breach of contract suit.

Scott v.  City of Indianapolis;  expert witness on behalf of the Ps ( settled ~ 7/19/12)

• Ran statistical analysis of data from Human Resources Information System ( HRIS)  to evaluate Ps’ claim of DI based on race.
• Withstood Daubert challenge:  3-25-2010 US District Court,  S.D.  IN,  Indianapolis Division.

American Postal Workers Union,  AFL-CIO v.  United States Postal Service;  expert witness for P ( settled ~ 3/7/13)

• Ran statistical analysis of 111 postal workers who did or did not receive letter of intent regarding job relocation,  for DI analysis

EEOC v.  Bass Pro Inc.;  expert witness for P and the EEOC ( settled ~ 3/4/2014)

• Designed a cross-validated assessment for verifying race of several hundred job applicants to remediate exclusion of P’s expert

Sweeney v.  Washington Board of Pilotage;  expert witness for P ( settled ~ 10/1/14)

• Ran statistical tests of 1.03 million datapoints from pilot’s licensing test for evidence of sex discrimination

Cardelle et al.  v.  Miami Fraternal Order of Police;  expert witness for P ( settled ~ 11/25/2015)

• Ran statistical tests of 221K datapoints from pension payments & HRIS for evidence of age discrimination

Grevera v.  Microsoft Inc.;  expert witness for P ( settled ~ 8/29/14)

• Ran statistical tests of 4.9 million datapoints from job evaluations & HRIS for evidence of sex discrimination
• Withstood Daubert Challenge ( details sealed).

EEOC v.  FAPS;  expert witness for P and the Equal Employment Opportunity Commission ( still in litigation)

• Designed and implemented a cross-validated assessment for determining race of 900 job applicants by mail,  for DI analysis
• Withstood Daubert challenge:  9-26-14 US District Court,  District of NJ

US v.  City of Jacksonville [ FL];  expert witness for D ( still in litigation)

• Ran statistical tests of 179 million datapoints from promotion exams & HRIS for evidence of disparate impact
• Withstood 3 Daubert challenges ( one written by Asst.  AG of US):  6-9-15 US Dist.  Ct.,  M.D.  FL,  Jacksonville Div

1. 1Morrel-Samuels,  P.  ( 1990).  John Bulwer's 1644 treatise on gesture.  Semiotica,  79,  341-353.
2. Morrel-Samuels,  P.,  & Krauss,  R.  ( 1992).  Word familiarity predicts temporal asynchrony between gesture and speech.  Journal of Experimental Psychology:  Learning,  Memory & Cognition,  18,  ( 3)  615-622.
3. Morrel-Samuels,  P.,  ( 4/1/96)  U.S.  Patent No.  5,743,742 “System for Measuring Leadership Effectiveness.”
4. Morrel-Samuels,  P.,  ( 8/18/98)  U.S.  Patent No.  5,795,155 “Leadership Assessment Tool and Method.”
5. Morrel-Samuels,  P.,  ( 12/28/99)  U.S.  Patent No.  6,007,340 “Method and System for Measuring Leadership Effectiveness.”
6. Morrel-Samuels,  P.,  ( 10/24/01)  U.S.  Patent No.  60/346,249 & 7,593,861 “Employee Assessment Tool”
7. Morrel-Samuels,  P.  An objective measure of performance linked to employee motivation.  In M.  Cronin ( Chair)  Intex:  A system for evaluating performance at INS.  Briefing to staff and elected officials of US Congress,  Wash.  DC ( 6/30/98).
8. Morrel-Samuels,  P.  ( 2002)  Getting the truth into workplace surveys.  Harvard Business Review,  80 ( 2)  111-118.
9. Morrel-Samuels,  P.  ( 2003)  Web surveys’ hidden hazards.  Harvard Business Review,  81 ( 7)  16-17.
10. Morrel-Samuels,  P.  & Goldman,  E.,  ( 2007)  Who,  what,  and where:  Guidelines for the statistical analysis of disparate impact in EEO litigation,  Docket,  25,  ( 2),  pp.  54-74.
11. Morrel-Samuels,  P.,  & Jacobson,  P.  J.  ( 2008,  March).  Using statistical evidence to prove causality to non-statisticians.  Paper presented at the meeting of the American Psychology-Law Society,  Jacksonville,  FL.
12. Morrel-Samuels,  P.,  Francis,  E.,  & Shucard,  S.  ( 2009)  Merged datasets:  An analytic tool for evidence-based management,
13. Morrel-Samuels,  P.,  ( 2010,  March)  Distinguishing reverse discrimination from overcorrection:  Statistical methods for clarifying this neglected distinction and why it matters.  Paper for American Psychology-Law Society,  Vancouver,  Canada.
14. Fritz,  C.,  Curtin,  J.,  Poitevineau,  J.,  Tao,  F.,  & Morrel-Samuels,  P.  ( 2012).  Player preferences among new and old violins.  Proceedings of the National Academy of Sciences,  109 ( 3)  760-763.
15. Morrel-Samuels,  P.  & Goldman,  E.,  ( 2014)  Workplace assessments:  Thirteen ways to invite litigation and thirteen ways to avoid it.  Presented at the Annual Conference of the American Psychological Association,  Washington DC.
16. Morrel-Samuels,  P.  ( 2014)  Using graphs in business,  law,  and public health to facilitate analysis of trends,  impacts,  and linkages.  Presented at the Annual Conference of the American Psychological Association,  Washington DC.
17. Morrel-Samuels,  P ( 2015)  True or False:  The Ricci Decision was Illogical and Problematic.  Paper to be presented at the annual conference of the European Association of Psychology and Law,  Nuremburg,  8/4/15.

• Who’s Who in Science and Engineering ( second edition,  1994-1995)
• Faculty Fellowship,  Department of Psychology,  Columbia University ( 1982-1987)
• Scholarship,  French Ministry of Education & Université de la Source,  Orleans,  France ( 1967)

• American Psychology-Law Society
• Society for Empirical Legal Studies
• Society of Industrial/Organizational Psychologists ( SIOP)
• Society for Public Health Education
• Association for Psychological Science ( Charter Member)
• Amer.  Assn.  for Public Opinion Research

University of Michigan - School of Public Health